Job Description

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is the No. 1 M&A advisor for the past five consecutive years in the U.S., the No. 1 global restructuring advisor for the past six consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv (formerly Thomson Reuters).

JOB PURPOSE:

Our Transaction Advisory Services (TAS) practice is looking to add talented financial professionals at the Associate level to our fast growing team.  As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A professionals, providing you broad exposure to different transactional issues affecting businesses within the M&A market today. We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. You will develop and extend your financial and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies.

RESPONSIBILITIES & DELIVERABLES:

• Participate in buy-side and sell-side transaction advisory engagements

• Must have the ability to handle multiple assignments simultaneously

• Lead discussions with senior client executives and target management

• Execute and review diligence through fieldwork, management meetings and desktop review

• Review target company financial information and other data to identify:

  • historical and projected financial and operating and commercial trends
  • quality of earnings
  • working capital and net debt considerations, and
  • potential liabilities and risks which impact valuation and negotiation of the target company

• Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company

• Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management’s budget, operational insights, indebtedness considerations, and post-transaction working capital analysis

• Develop and review financial models including database systems

• Extend industry skills and qualifications

• Develop professional network and relationships with firm, client and target professionals

• Oversee audit work paper review

• Review transaction agreements, customer and supplier contracts and develop valuation considerations

• Assist in initiating and extending group marketing, client penetration and other business development efforts

• Collaborate closely with corporate finance, valuation and financial restructuring colleagues

• Supervise team members (i.e., Analysts) through training, coaching and critical review

BASIC QUALIFICATIONS:

• Undergraduate degree from an accredited institution
• A minimum of 4 years of financial due diligence experience with a Big 4 firm (or a combination with audit experience, which must include at least 2 years of financial due diligence)
• CPA (or at minimum, must have passed all 4 parts of the CPA exam)

PREFERRED QUALIFICATIONS:

• Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Demonstrated professional achievement and client service excellence
• Demonstrated understanding and application of capital markets and valuation concepts
• Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues 
• Strong analytical abilities
• Exceptional verbal and written communication skills
• Strong command of Microsoft Word, Excel, and PowerPoint
• Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
• Ability and desired willingness to travel

WE ARE AN EQUAL OPPORTUNITY EMPLOYER AND ALL QUALIFIED APPLICANTS WILL RECEIVE CONSIDERATION FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, DISABILITY, GENDER IDENTITY, SEXUAL ORIENTATION, PROTECTED VETERAN STATUS, OR ANY OTHER CHARACTERISTIC PROTECTED BY LAW.

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